United Capital Financial Advisors’s REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS RGP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-11,021
| Closed | -$259K | – | 1340 |
|
2015
Q1 | $259K | Sell |
11,021
-5,921
| -35% | -$139K | ﹤0.01% | 1107 |
|
2014
Q4 | $407K | Buy |
16,942
+5,373
| +46% | +$129K | 0.01% | 889 |
|
2014
Q3 | $377K | Buy |
11,569
+1,161
| +11% | +$37.8K | 0.01% | 872 |
|
2014
Q2 | $335K | Buy |
10,408
+2,429
| +30% | +$78.2K | 0.01% | 738 |
|
2014
Q1 | $217K | Buy |
+7,979
| New | +$217K | ﹤0.01% | 857 |
|